Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Cruz is a financial advisor with SPC. Alexander has been in the financial services industry for over 20 years. Alexander is licensed to provide financial advice in California, Colorado, Maryland, Nevada, New York, Oregon, Utah, Virginia and Washington. Alexander has a wide range of experience in financial planning, portfolio management, and retirement planning. Alexander is committed to providing personalized financial advice and helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
CA
04/29/2021 - Present
SPC (Irvine CA)
CA
10/31/2005 - 07/08/2015
SAGEPOINT FINANCIAL, INC. (TORRANCE CA)
AZ
10/13/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 01/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/18/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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